Estate & Trust Organizer

Taxpayer Name

First Last

Estate/Trust Name*

EIN #*

Address

Street Address City State / Province / Region ZIP / Postal Code Country

Date created

Name of Fiduciary*

Fiduciary SSN*

Phone

Address of Fiduciary

Street Address City State / Province / Region ZIP / Postal Code Country

Email

Check all that apply

Estate
Simple trust
Complex trust
Grantor trust

Name of deceased

First

Date of death

Deceased SSN*

First year

Last year

Beneficiaries

Name	SSN	Address	%

Total $ Received

Rental/Business/Farming Income & Expense

Rental/Business/Farming Expenses

Taxes	Utilities	Interest	Insurance	Repairs	Supplies	Equipment	Advertising	Business mileage	Other

Rental/Business/Farming Income

Wages (Forms W-2)	Interest (Forms 1099-INT)	Dividends (Forms 1099-DIV)	Pensions/Annuities/Roth conversions	Debt cancellation	Partnerships & S-corporations (upload K-1)	Estates & Trusts	State tax refunds	Royalties	Sales of property	Other

K-1

Drop files here or

What is the estate/trust's state of residence?

Did the estate receive earnings from an individual?*

Yes
No

Did the estate receive or pay a seller-financed mortgage?*

Yes
No

Did the estate receive income from an installment sale?*

Yes
No

Did the taxpayer have foreign income or pay any foreign taxes?*

Yes
No

Has there been a change in beneficiaries?*

Yes
No

Beneficiary change details

Has there been a change in address or fiduciary name?*

Yes
No

Details of address/name change

Include date of change.

Estate & Trust Expenses

Accounting fees	Attorney fees	Fiduciary fees	Tax preparer fees	Expenses for maintaining property held by estate	Amount paid for charity (bring list)	Mortgage interest	Other interest paid	Renter lease paid

Estate & Trust Expenses

Repairs and maintenance	Investment advisory fees	Safe deposit box	Wages paid from W-2s	Internet service	Parking and tolls	Other	Other	Other

Interest Income

Name of Payer	Amount

Upload 1099-INTs

1099-INTs

Drop files here or

Dividend Income

Name of Payer	Amount

Upload 1099-DIVs

1099-DIVs

Drop files here or

Sale of Property

Description of Property sold	Date purchased	Purchase price	Date Sold	Sales Price

Upload 1099-B and/or 1099-S

1099-B

Drop files here or

1099-S

Drop files here or

Nontaxable Income

Name of payer	Amount

Estates & Trusts